Waivers & Documents: Signing the Document

Signing the Document

When it comes time for the customer to sign the document, all they have to do is click on the signature area to bring up the signature window.

Make sure your document contains the signature variable, otherwise the signing area will not be included in the live document. The signature variable is {$field id="signature"}

Once the signature window has opened, it’s simply a case of holding down the mouse button and dragging the cursor to sign the document.

If the signature doesn’t look quite right, clicking the Retry button will clear the workspace, ready for another shot at it!

Once happy, clicking the Add Signature button will insert the signature into the document.

Once all sections have been filled in and the steps are complete, the green status bar at the top will be full and the customer can click on the Submit Document button.

If the Submit Document button is clicked on before the steps are complete, the missing information will be highlighted in the document and the customer must fill it in before proceeding.

If everything went according to plan, a Complete message will be displayed, underneath which is a Print button that can be clicked on to print out the completed document. You can also save the document as a PDF file for later viewing. Once you are ready to continue, you can either click on the Continue to Receipt button or, if there are more documents to sign, you can click on the Return to Required Documents button instead.